Templates
Reference for TaxDome's templates.
Template types reference
A reference listing of all template types available in TaxDome, grouped by category.
Proposal field reference
Fields available when creating or editing a proposal or proposal template.
Job template field reference
Description of every field available when creating or editing a job template.
Task template field reference
Description of every field available when creating or editing a task template.
Folder template field reference
Description of every field and option available when creating or editing a folder template.
Signature template field reference
Description of every field available when creating or editing a signature template.
Chat template field reference
Description of every field available when creating or editing a chat template.
Email template field reference
Description of every field available when creating or editing an email template.
SMS template field reference
Description of every field available when creating or editing an SMS template.
Intro template field reference
Description of every field available when creating or editing an intro template.
Organizer template field reference
Description of every field and setting available on the organizer template creation page.
Client request template field reference
Description of every field available when creating or editing a client request template.
Invoice template field reference
Description of every field available when creating or editing an invoice template.
Recurring invoice template field reference
Description of every field available when creating or editing a recurring invoice template.